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Broadcom

3,997 hedge funds and large institutions have $992B invested in Broadcom in 2025 Q2 according to their latest regulatory filings, with 477 funds opening new positions, 1,782 increasing their positions, 1,476 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,997
Holders Change
+235
Holders Change %
+6.25%
% of All Funds
53.56%
Holding in Top 10
911
Holding in Top 10 Change
+371
Holding in Top 10 Change %
+68.7%
% of All Funds
12.21%
New
477
Increased
1,782
Reduced
1,476
Closed
161
Calls
$22.6B
Puts
$24.6B
Net Calls
-$1.98B
Net Calls Change
+$508M
Name Holding Trade Value Shares
Change
Shares
Change %
Fayez Sarofim & Co
926
Fayez Sarofim & Co
Texas
$18.8M -$152K -550 -0.8%
SWM
927
Spire Wealth Management
Virginia
$18.8M -$804K -2,922 -4%
BRWA
928
B. Riley Wealth Advisors
Florida
$18.6M +$18.6M +67,653 New
CFSG
929
Community Financial Services Group
Vermont
$18.6M -$253K -919 -1%
RMC
930
Resources Management Corp
Connecticut
$18.6M -$378K -1,372 -2%
SAM
931
Sycomore Asset Management
France
$18.6M
FRA
932
Frank Rimerman Advisors
California
$18.5M -$1.68M -6,104 -8%
VFA
933
Valeo Financial Advisors
Indiana
$18.5M +$1.55M +5,573 +9%
VA
934
VestGen Advisors
Illinois
$18.4M +$6.1M +21,704 +49%
CP
935
CenterBook Partners
Connecticut
$18.3M -$11.2M -40,672 -38%
KIA
936
KCM Investment Advisors
California
$18.3M -$574K -2,081 -3%
TF
937
Talbot Financial
Washington
$18.3M +$4.21M +15,256 +30%
HA
938
Huntleigh Advisors
Missouri
$18.3M +$172K +623 +0.9%
P
939
Paradiem
Louisiana
$18.3M +$102K +369 +0.6%
MWM
940
Marietta Wealth Management
Georgia
$18.2M -$177K -641 -1%
JAG
941
Journey Advisory Group
Kentucky
$18.1M +$73.3K +266 +0.4%
FBT
942
First Bankers Trust
Kentucky
$18.1M +$92.3K +335 +0.5%
GI
943
GAMCO Investors
Connecticut
$18.1M +$3.07M +11,147 +20%
MA
944
Mutual Advisors
Nebraska
$18.1M +$300K +1,035 +2%
SIA
945
Soltis Investment Advisors
Utah
$18.1M +$6.13M +22,230 +51%
NOCM
946
Night Owl Capital Management
Connecticut
$18M +$536K +1,945 +3%
CRI
947
Commonwealth Retirement Investments
Virginia
$18M -$5.51M -19,994 -23%
TSW
948
Thompson Siegel & Walmsley
Virginia
$18M +$54K +196 +0.3%
MAM
949
Morse Asset Management
Connecticut
$18M -$415K -1,505 -2%
AG
950
Ascent Group
Virginia
$17.9M -$3.09M -11,199 -15%